See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,825 | $46,173-54.9% | $170,442-87.8% | $69,631-70.1% |
| Participation rate | 53.7% | 63.9%-10.2pp | 83.6%-29.9pp | 70.7%-17.0pp |
| Annual return | 16.04% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $278 | $1,610-82.7% | $5,433-94.9% | $2,032-86.3% |
| Participant deferral / active EE | $1,458 | $2,080-29.9% | $4,939-70.5% | $3,224-54.8% |
| Admin fee / account holder | $72 | $116-37.5% | $13,880-99.5% | $110-34.4% |